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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,458 | $41,377-31.2% | $109,313-74.0% | $62,881-54.7% |
| Participation rate | 64.7% | 57.5%+7.2pp | 71.3%-6.6pp | 69.3%-4.6pp |
| Annual return | -1.42% | 11.05%-12.5pp | 22.07%-23.5pp | 20.14%-21.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,889 | $2,045+41.3% | $3,166-8.8% | $3,203-9.8% |
| Admin fee / account holder | $435 | $2,884-84.9% | $5,666-92.3% | $4,296-89.9% |